See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,824 | $144,119-28.7% | $117,854-12.8% | $147,584-30.3% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 7.36% | 531.15%-523.8pp | 335.08%-327.7pp | 578.55%-571.2pp |
| Employer contribution / active EE | $2,492 | $4,896-49.1% | $3,786-34.2% | $4,876-48.9% |
| Participant deferral / active EE | $4,984 | $5,316-6.2% | $4,482+11.2% | $5,439-8.4% |
| Admin fee / account holder | $121,659 | $10,886+1017.6% | $8,020+1416.9% | $10,885+1017.6% |